Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,036 | $48,364+71.7% | $71,796+15.7% | $62,881+32.1% |
| Participation rate | 97.0% | 60.6%+36.3pp | 69.1%+27.9pp | 69.3%+27.7pp |
| Annual return | 0.29% | 13.16%-12.9pp | 78.04%-77.8pp | 20.14%-19.9pp |
| Employer contribution / active EE | $606 | $1,042-41.8% | $1,924-68.5% | $2,281-73.4% |
| Participant deferral / active EE | $2,374 | $2,091+13.5% | $2,794-15.0% | $3,203-25.9% |
| Admin fee / account holder | $6 | $3,771-99.8% | $4,815-99.9% | $4,296-99.9% |